April 2026: Release Notes

Platform Release Notes: April 2026. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

Updated: New Quick Profile Components, More Reliable Experience

Healthie's Quick Profile has been upgraded with new clinical data access and improved rendering consistency — giving providers a faster, safer, and more stable charting experience.

What's new:

• More clinical data, right where you need it: Org owners choose from Medications, Labs, Diagnoses, and Allergies components via Settings > Client Profile > Quick Profile.
• Client info always visible: Key client details (name, DOB, demographics) now remain visible even when the Quick Profile panel is closed - reducing charting errors and supporting compliance.
• Your layout, your way: Add, remove, and reorder components to match your team's clinical workflow (all four new components default to inactive).
• Built for performance: Components load asynchronously so your Quick Profile stays fast, even with multiple sections enabled.

This update helps providers spend less time navigating and more time focused on patient care.

👉  Learn more: Quick Profile & Quick Notes

Updated: E-Labs Direct Now Reflects Cancelled Order Status

Lab orders placed through E-Labs Direct that are cancelled will now display a Cancelled status in Healthie. This update ensures providers have a complete view of every lab order's lifecycle, including cancellations. No action is required; status updates sync automatically.

👉 Learn more: E-Labs Direct: View Lab Results in Healthie

New: Appointment Request Metrics Dashboard

Appointment Requests metrics are now available in the Visualize tab. With the launch of the Appointment Request Metrics Dashboard, practices have a dedicated space to see exactly how their scheduling pipeline is performing - from first request to first appointment.

• Time to first appointment: Measure the time between request submission and the scheduled date/time of a client's first appointment - your clearest indicator of client access and practice capacity.
• Time to close: Track how long appointment requests stay open before being marked done - a direct measure of team efficiency and pipeline throughput.
• Closure outcome rate: See what percentage of requests close with a booked appointment versus without, to understand client fit and whether capacity is meeting demand.

This dashboard gives your team the insights to schedule smarter, respond faster, and ensure no client request goes unaddressed.

👉 Learn more in our Help Guide

New: Client-Level Billing Type for Accurate, Automatic Billing

Billing workflows just got smarter. You can now set a persistent billing type — Insurance or Self-Pay — directly within each client's profile, giving your practice a reliable source of truth that overrides global Appointment Type defaults when needed.

• Client-level control: Set billing type in Client Profile > Actions for any client whose needs differ from your standard workflow.
• Automatic triggers: The correct billing workflow fires at every appointment — no manual override required.
• Edge case coverage: Easily manage clients with pending insurance verification, or those who prefer self-pay despite having insurance on file.
• Fewer errors: Reduce billing mismatches and the manual data entry that comes with them.

This update gives your team the flexibility to handle complex billing scenarios while keeping your workflows consistent and accurate.

To enable this feature, 3 settings need to be in place:

• Organization > Members > […] of member > permissions > clients > sees all clients in the organization on the “clients page”
• Settings > insurance > enable insurance billing [toggle on]
• Client profile > Actions > [edit] personal information > billing type > [select “self pay” or “insurance pay”]

New: Secondary Claim Creation via API (Claim.MD Integration)

Healthie now supports secondary insurance claim creation and electronic submission for API customers using the Claim.MD integration. This update closes a major gap in the insurance billing lifecycle — providers no longer need to manage secondary claims manually in external portals or via paper.

• Designate payer order: Flag claims as Primary or Secondary using the new payer_order     field in createCms1500     and updateCms1500     mutations.
• Store COB data: Capture Other Payer subscriber information (EDI Loop 2320) and claim- and line-level primary payer adjudication data (EDI Loop 2430) directly on the claim.
• Submit electronically: Secondary claims with complete COB data are transmitted to Claim.MD using the existing submission workflow, with full error logging and status tracking.
• Built-in validation: Required COB fields are enforced before submission, preventing duplicate or incomplete claims from reaching the clearinghouse.

API customers with an active Claim.MD connection can now handle the full primary-to-secondary billing lifecycle programmatically — reducing rejections, accelerating reimbursement, and keeping billing workflows inside Healthie.

👉 Learn more in this Help Guide

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at hello@gethealthie.com.

• Updated: Insurance Billing Checkbox Now Consistently Visible. When your organization has "Enable insurance billing" turned on, the Insurance Billing checkbox now reliably appears on all eligible individual appointments - no longer dependent on CMS 1500 auto-creation settings being active. No action is needed; the updated behavior takes effect automatically based on your existing account configuration.

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

Past & Planned Updates

• View all updates from last month here. 
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.